+338.7%
DRI vs IONS
-27.6%
+366.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -9.1% | +8.6% | +1.0% |
| 7D | +4.2% | -30.3% | +34.5% | +9.8% |
| 30D | +15.7% | -37.7% | +53.4% | +24.1% |
| 3M | +5.8% | -50.5% | +56.3% | +17.6% |
| 6M | +18.4% | -62.8% | +81.2% | +36.9% |
| YTD | +28.2% | -64.4% | +92.6% | +48.9% |
| 1Y | +35.9% | -59.5% | +95.4% | +54.1% |
| 3Y | +67.7% | -39.2% | +106.9% | +70.5% |
| 5Y | +77.9% | -15.3% | +93.2% | +63.8% |
| 10Y | +338.7% | -31.2% | +369.9% | +321.8% |
| All | +338.7% | -27.6% | +366.3% | +321.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded IONS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling